MIM

Miller Investment Management Portfolio holdings

AUM $1.02B
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$18.7M
2 +$177K
3 +$66.7K
4
CCK icon
Crown Holdings
CCK
+$27.5K
5
JNJ icon
Johnson & Johnson
JNJ
+$5.19K

Top Sells

1 +$19.1M
2 +$2.08M
3 +$592K
4
URI icon
United Rentals
URI
+$562K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$467K

Sector Composition

1 Industrials 6.7%
2 Healthcare 5.34%
3 Financials 4.12%
4 Consumer Discretionary 3.72%
5 Energy 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,015